View Future GrowthSumitomo Bakelite 過去の業績過去 基準チェック /56Sumitomo Bakeliteは、平均年間7.4%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 成長しています。収益は、平均年間5.4% 5.9%収益成長率で 成長しています。 Sumitomo Bakeliteの自己資本利益率は8.1%であり、純利益率は8.8%です。主要情報7.38%収益成長率8.65%EPS成長率Chemicals 業界の成長6.58%収益成長率5.95%株主資本利益率8.09%ネット・マージン8.76%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 12Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 09Sumitomo Bakelite Company Limited to Report Q3, 2026 Results on Feb 02, 2026Sumitomo Bakelite Company Limited announced that they will report Q3, 2026 results at 9:00 AM, Tokyo Standard Time on Feb 02, 2026Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥66.66 (vs JP¥61.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.66 (up from JP¥61.64 in 2Q 2025). Revenue: JP¥78.9b (up 3.1% from 2Q 2025). Net income: JP¥5.84b (up 1.8% from 2Q 2025). Profit margin: 7.4% (down from 7.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Sep 01Sumitomo Bakelite Company Limited to Report Q2, 2026 Results on Nov 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q2, 2026 results on Nov 04, 2025すべての更新を表示Recent updatesお知らせ • May 12Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.ライブニュース • May 12Sumitomo Bakelite Sets Profit Records Plans Dividend Increase and Optimistic FY2026 OutlookSumitomo Bakelite reported record profits and revenue for FY2025, driven mainly by its Semiconductor Materials segment, and highlighted higher dividends planned for FY2026. Management pointed to ongoing portfolio transformation and a positive FY2026 outlook while acknowledging global economic uncertainties. Earlier, the company reported steady revenue and profits for FY2026, a stronger equity base, and plans to raise its annual dividend with a forecast for further profit growth in FY2027 supported by healthy cash flows. The sequence of record FY2025 results, steady FY2026 performance, and a stronger balance sheet suggests management is prioritizing both earnings quality and shareholder returns through a higher dividend. You may want to watch how dependent profits remain on Semiconductor Materials and whether the portfolio transformation helps balance that exposure over the next few fiscal years.Reported Earnings • May 12Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).Price Target Changed • Mar 16Price target increased by 9.6% to JP¥6,280Up from JP¥5,730, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥5,338. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥209 last year.お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026分析記事 • Feb 06Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 02Sumitomo Bakelite Company Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Bakelite Company Limited revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects revenue of JPY 316,500 million compared to previous guidance of JPY 310,000 million, operating profit of JPY 32,500 million compared to previous guidance of JPY 31,000 million and profit attributable to owners of parent of JPY 25,500 million or JPY 290.85 per basic share compared to previous guidance of JPY 23,500 million or JPY 268.16 per basic share. Reason for the revision: Semiconductor materials are progressing beyond expectations, driven by robust demand for semiconductors in China continued and demand for AI-related applications expanded. The company expects demand to continue robust in the fourth quarter as well, and forecasts for revenue, business profit, operating profit, and profit attributable to owners of parent have exceeded previous forecasts.分析記事 • Jan 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...お知らせ • Jan 23Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion.Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion on January 22, 2026. A cash consideration of ¥30 billion will be paid by Sumitomo Bakelite Company Limited. The final acquisition cost will be determined after the price adjustment based on the share purchase agreement. A new company will be established by Kyocera in which the Chemical Business will be transferred and post the aforesaid acquisition the new company will become a subsidiary of Sumitomo Bakelite Company Limited. The expected completion of the transaction is October 2026.分析記事 • Jan 14Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Matching Investor OpinionSumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of 23.5x might make it look like a...分析記事 • Dec 16Sumitomo Bakelite (TSE:4203) Is Increasing Its Dividend To ¥55.00Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend from last year's...お知らせ • Dec 09Sumitomo Bakelite Company Limited to Report Q3, 2026 Results on Feb 02, 2026Sumitomo Bakelite Company Limited announced that they will report Q3, 2026 results at 9:00 AM, Tokyo Standard Time on Feb 02, 2026分析記事 • Dec 02Sumitomo Bakelite's (TSE:4203) Shareholders Will Receive A Bigger Dividend Than Last YearSumitomo Bakelite Company Limited ( TSE:4203 ) will increase its dividend from last year's comparable payment on the...Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Nov 19Price target increased by 8.8% to JP¥5,716Up from JP¥5,256, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥4,863. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥293 for next year compared to JP¥209 last year.Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥66.66 (vs JP¥61.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.66 (up from JP¥61.64 in 2Q 2025). Revenue: JP¥78.9b (up 3.1% from 2Q 2025). Net income: JP¥5.84b (up 1.8% from 2Q 2025). Profit margin: 7.4% (down from 7.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).分析記事 • Sep 01Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00Sumitomo Bakelite Company Limited's ( TSE:4203 ) investors are due to receive a payment of ¥50.00 per share on 2nd of...お知らせ • Sep 01Sumitomo Bakelite Company Limited to Report Q2, 2026 Results on Nov 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q2, 2026 results on Nov 04, 2025分析記事 • Aug 27These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Aug 06Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This YearTSE:4203 1 Year Share Price vs Fair Value Explore Sumitomo Bakelite's Fair Values from the Community and select yours...Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥84.99 (vs JP¥68.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥84.99 (up from JP¥68.40 in 1Q 2025). Revenue: JP¥77.7b (up 1.4% from 1Q 2025). Net income: JP¥7.45b (up 17% from 1Q 2025). Profit margin: 9.6% (up from 8.3% in 1Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be ¥50.00Sumitomo Bakelite Company Limited ( TSE:4203 ) will pay a dividend of ¥50.00 on the 2nd of December. This makes the...分析記事 • Jul 09Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will pay a dividend on the 2nd of...Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Jun 27Some May Be Optimistic About Sumitomo Bakelite's (TSE:4203) EarningsThe market for Sumitomo Bakelite Company Limited's ( TSE:4203 ) shares didn't move much after it posted weak earnings...Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 03Sumitomo Bakelite Company Limited to Report Q1, 2026 Results on Aug 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q1, 2026 results on Aug 04, 2025分析記事 • May 31Are Investors Undervaluing Sumitomo Bakelite Company Limited (TSE:4203) By 35%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥6,040 Sumitomo...Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12+ 4 more updatesSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025.分析記事 • Apr 10Sumitomo Bakelite Company Limited (TSE:4203) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 16.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...Buy Or Sell Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥3,340. The fair value is estimated to be JP¥4,220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.お知らせ • Mar 21+ 1 more updateSumitomo Bakelite Company Limited Proposes Commemorative Dividend for the Fiscal Year Ending March 31, 2025Sumitomo Bakelite Company Limited proposed commemorative dividend of JPY 5 per share for the fiscal year ending March 31, 2025. The Company plans to propose the dividend for the fiscal year ending March 31, 2025 at the ordinary general meeting of shareholders to be held in June 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.6%).お知らせ • Mar 04Sumitomo Bakelite Company Limited to Report Fiscal Year 2025 Results on May 12, 2025Sumitomo Bakelite Company Limited announced that they will report fiscal year 2025 results on May 12, 2025Buy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥3,479. The fair value is estimated to be JP¥4,355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.分析記事 • Feb 20These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: JP¥1.22 (vs JP¥74.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.22 (down from JP¥74.68 in 3Q 2024). Revenue: JP¥78.0b (up 6.0% from 3Q 2024). Net income: JP¥114.0m (down 98% from 3Q 2024). Profit margin: 0.1% (down from 9.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.お知らせ • Feb 03Sumitomo Bakelite Company Limited (TSE:4203) announces an Equity Buyback for 5,508,100 shares, representing 5.91% for ¥19,999.91 million.Sumitomo Bakelite Company Limited (TSE:4203) announces a share repurchase program. Under the program, the company will repurchase up to 5,508,100 shares, representing 5.91% of its share capital, for ¥19,999.91 million. The shares will be repurchased at ¥3,631 per share. The purpose of the program is tto enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. As of December 31, 2024, the company had 93,144,000 shares in issue (excluding treasury stock) and 613,956 shares in treasury.Buy Or Sell Opportunity • Jan 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥3,668. The fair value is estimated to be JP¥4,671, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.分析記事 • Jan 14Calculating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥4,702 With...分析記事 • Dec 26Is There Now An Opportunity In Sumitomo Bakelite Company Limited (TSE:4203)?Sumitomo Bakelite Company Limited ( TSE:4203 ), might not be a large cap stock, but it saw significant share price...Buy Or Sell Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥3,768. The fair value is estimated to be JP¥4,711, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.分析記事 • Dec 11Sumitomo Bakelite Company Limited's (TSE:4203) Earnings Haven't Escaped The Attention Of InvestorsThere wouldn't be many who think Sumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of...お知らせ • Dec 05Sumitomo Bakelite Company Limited to Report Q3, 2025 Results on Feb 03, 2025Sumitomo Bakelite Company Limited announced that they will report Q3, 2025 results on Feb 03, 2025Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥3,709. The fair value is estimated to be JP¥4,647, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.Reported Earnings • Nov 07First half 2025 earnings released: EPS: JP¥137 (vs JP¥118 in 1H 2024)First half 2025 results: EPS: JP¥137 (up from JP¥118 in 1H 2024). Revenue: JP¥153.1b (up 7.9% from 1H 2024). Net income: JP¥12.7b (up 15% from 1H 2024). Profit margin: 8.3% (up from 7.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 06Price target increased by 7.3% to JP¥5,090Up from JP¥4,742, the current price target is an average from 5 analysts. New target price is 27% above last closing price of JP¥4,023. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥234 last year.分析記事 • Nov 04These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Oct 31Sumitomo Bakelite Company Limited Declares Dividends of Surplus (Interim Dividend), Payable December 2, 2024Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2024 at the meeting of the Board of Directors held on October 31, 2024, of JPY 45.00 Dividend per share Record date September 30, 2024; Effective date December 2, 2024. Total amount of dividends: JPY 4,191 million. A two-for-one common stock split was issued on April 1, 2024. For the fiscal year ended March 31, 2024, the actual dividend amount before the stock split is shown.分析記事 • Oct 06Sumitomo Bakelite Company Limited (TSE:4203) Shares Could Be 28% Below Their Intrinsic Value EstimateKey Insights Sumitomo Bakelite's estimated fair value is JP¥5,664 based on 2 Stage Free Cash Flow to Equity Current...分析記事 • Sep 21Here's Why We Think Sumitomo Bakelite (TSE:4203) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).分析記事 • Sep 07At JP¥3,660, Is Sumitomo Bakelite Company Limited (TSE:4203) Worth Looking At Closely?Sumitomo Bakelite Company Limited ( TSE:4203 ), is not the largest company out there, but it saw a decent share price...お知らせ • Aug 28Sumitomo Bakelite Company Limited to Report Q2, 2025 Results on Nov 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q2, 2025 results on Nov 05, 2024Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥75.16 (vs JP¥60.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.16 (up from JP¥60.78 in 1Q 2024). Revenue: JP¥76.7b (up 9.1% from 1Q 2024). Net income: JP¥7.00b (up 23% from 1Q 2024). Profit margin: 9.1% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.分析記事 • Aug 05Sumitomo Bakelite Company Limited (TSE:4203) Stock's 32% Dive Might Signal An Opportunity But It Requires Some ScrutinySumitomo Bakelite Company Limited ( TSE:4203 ) shareholders that were waiting for something to happen have been dealt a...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,170, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,135 per share.Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to JP¥4,034. The fair value is estimated to be JP¥5,120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.分析記事 • Jul 12These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 3 years. However, it would need to fall by 67% to increase the payout ratio to a potentially unsustainable range.分析記事 • Jun 24Estimating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Sumitomo Bakelite's estimated fair value is JP¥4,513 based on 2 Stage Free Cash Flow to Equity With...分析記事 • Jun 08Is Now An Opportune Moment To Examine Sumitomo Bakelite Company Limited (TSE:4203)?While Sumitomo Bakelite Company Limited ( TSE:4203 ) might not have the largest market cap around , it saw significant...お知らせ • Jun 08Sumitomo Bakelite Company Limited to Report Q1, 2025 Results on Aug 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q1, 2025 results on Aug 05, 2024分析記事 • May 24Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Could Signal Some RiskWith a price-to-earnings (or "P/E") ratio of 18.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥467 (up from JP¥216 in FY 2023). Revenue: JP¥287.3b (flat on FY 2023). Net income: JP¥21.8b (up 7.6% from FY 2023). Profit margin: 7.6% (up from 7.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.お知らせ • May 15Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).分析記事 • Mar 17Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...Price Target Changed • Mar 13Price target increased by 7.4% to JP¥8,783Up from JP¥8,180, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,719. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.Price Target Changed • Mar 12Price target increased by 8.4% to JP¥8,583Up from JP¥7,920, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,672. Stock is up 83% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.分析記事 • Mar 03Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...お知らせ • Mar 02Sumitomo Bakelite Company Limited to Report Fiscal Year 2024 Results on May 13, 2024Sumitomo Bakelite Company Limited announced that they will report fiscal year 2024 results on May 13, 2024分析記事 • Feb 29Is Sumitomo Bakelite (TSE:4203) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥147 in 3Q 2023)Third quarter 2024 results: EPS: JP¥149 (up from JP¥147 in 3Q 2023). Revenue: JP¥73.5b (flat on 3Q 2023). Net income: JP¥6.96b (flat on 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.お知らせ • Nov 30Sumitomo Bakelite Company Limited to Report Q3, 2024 Results on Feb 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q3, 2024 results on Feb 05, 2024Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥115 (vs JP¥96.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥115 (up from JP¥96.06 in 2Q 2023). Revenue: JP¥71.7b (flat on 2Q 2023). Net income: JP¥5.36b (up 19% from 2Q 2023). Profit margin: 7.5% (up from 6.3% in 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.Price Target Changed • Nov 06Price target increased by 9.1% to JP¥7,400Up from JP¥6,780, the current price target is an average from 5 analysts. New target price is 8.9% above last closing price of JP¥6,798. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥471 for next year compared to JP¥431 last year.お知らせ • Oct 31Sumitomo Bakelite Company Limited Announces Dividends of Surplus (Interim Dividend), Effective Date December 1, 2023Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2023 at the meeting of the Board of Directors held on October 31, 2023, of JPY 70.00 Dividend per share Record date September 30, 2023; Effective date December 1, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥70.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).お知らせ • Sep 15Sumitomo Bakelite Company Limited to Report Q2, 2024 Results on Nov 06, 2023Sumitomo Bakelite Company Limited announced that they will report Q2, 2024 results on Nov 06, 2023Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥122 (vs JP¥100 in 1Q 2023)First quarter 2024 results: EPS: JP¥122 (up from JP¥100 in 1Q 2023). Revenue: JP¥70.3b (down 2.1% from 1Q 2023). Net income: JP¥5.71b (up 21% from 1Q 2023). Profit margin: 8.1% (up from 6.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.Reported Earnings • Jun 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.お知らせ • Jun 16Sumitomo Bakelite Company Limited to Report Q1, 2024 Results on Aug 07, 2023Sumitomo Bakelite Company Limited announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • May 19Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • May 17+ 1 more updateSumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥147 (vs JP¥125 in 3Q 2022)Third quarter 2023 results: EPS: JP¥147 (up from JP¥125 in 3Q 2022). Revenue: JP¥73.2b (up 8.2% from 3Q 2022). Net income: JP¥6.93b (up 18% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jan 13Price target decreased to JP¥5,900Down from JP¥6,400, the current price target is an average from 4 analysts. New target price is 49% above last closing price of JP¥3,950. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥432 for next year compared to JP¥389 last year.収支内訳Sumitomo Bakelite の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4203 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26319,86728,01465,618031 Dec 25311,51526,12364,434030 Sep 25308,16719,83159,209030 Jun 25306,47019,55663,013031 Mar 25304,77319,28158,609031 Dec 24302,90416,65761,889030 Sep 24298,45923,49856,573030 Jun 24293,58022,49059,815031 Mar 24287,26721,83154,112031 Dec 23283,74422,16353,018030 Sep 23283,41122,13352,300030 Jun 23283,46021,29052,088031 Mar 23284,93920,28951,894031 Dec 22283,83518,31751,996030 Sep 22278,26917,25251,674030 Jun 22272,18517,76650,602031 Mar 22263,11418,29949,797031 Dec 21255,89517,54249,197030 Sep 21247,11620,31148,139030 Jun 21227,98316,58845,544031 Mar 21209,00213,19842,882031 Dec 20197,96810,79241,750030 Sep 20191,8394,86440,832030 Jun 20197,9816,90541,711031 Mar 20206,6208,98642,934031 Dec 19207,52714,28644,127030 Sep 19209,59515,38643,962030 Jun 19210,81314,93743,877031 Mar 19212,95215,08443,742031 Dec 18216,65015,29742,706030 Sep 18215,37215,36043,374030 Jun 18213,76915,43643,758031 Mar 18211,81915,07843,935031 Dec 17208,70714,23546,533030 Sep 17205,59312,07846,319030 Jun 17201,52311,61845,760031 Mar 17198,19910,62246,078031 Dec 16197,7827,49645,507030 Sep 16198,7406,96045,652030 Jun 16203,1484,91346,808031 Mar 16206,9563,82850,630031 Dec 15213,4445,23947,769030 Sep 15215,4835,95248,153030 Jun 15213,3326,80247,1750質の高い収益: 4203は 高品質の収益 を持っています。利益率の向上: 4203の現在の純利益率 (8.8%)は、昨年(6.3%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4203の収益は過去 5 年間で年間7.4%増加しました。成長の加速: 4203の過去 1 年間の収益成長率 ( 45.3% ) は、5 年間の平均 ( 年間7.4%を上回っています。収益対業界: 4203の過去 1 年間の収益成長率 ( 45.3% ) はChemicals業界10.7%を上回りました。株主資本利益率高いROE: 4203の 自己資本利益率 ( 8.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:49終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sumitomo Bakelite Company Limited 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20 アナリスト機関Niima KomuraBofA Global ResearchTakao KanaiCitigroup IncMasao YoshidaCLSA17 その他のアナリストを表示
Reported Earnings • May 12Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 09Sumitomo Bakelite Company Limited to Report Q3, 2026 Results on Feb 02, 2026Sumitomo Bakelite Company Limited announced that they will report Q3, 2026 results at 9:00 AM, Tokyo Standard Time on Feb 02, 2026
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥66.66 (vs JP¥61.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.66 (up from JP¥61.64 in 2Q 2025). Revenue: JP¥78.9b (up 3.1% from 2Q 2025). Net income: JP¥5.84b (up 1.8% from 2Q 2025). Profit margin: 7.4% (down from 7.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Sep 01Sumitomo Bakelite Company Limited to Report Q2, 2026 Results on Nov 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q2, 2026 results on Nov 04, 2025
お知らせ • May 12Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2026.
ライブニュース • May 12Sumitomo Bakelite Sets Profit Records Plans Dividend Increase and Optimistic FY2026 OutlookSumitomo Bakelite reported record profits and revenue for FY2025, driven mainly by its Semiconductor Materials segment, and highlighted higher dividends planned for FY2026. Management pointed to ongoing portfolio transformation and a positive FY2026 outlook while acknowledging global economic uncertainties. Earlier, the company reported steady revenue and profits for FY2026, a stronger equity base, and plans to raise its annual dividend with a forecast for further profit growth in FY2027 supported by healthy cash flows. The sequence of record FY2025 results, steady FY2026 performance, and a stronger balance sheet suggests management is prioritizing both earnings quality and shareholder returns through a higher dividend. You may want to watch how dependent profits remain on Semiconductor Materials and whether the portfolio transformation helps balance that exposure over the next few fiscal years.
Reported Earnings • May 12Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥320 (up from JP¥209 in FY 2025). Revenue: JP¥319.9b (up 5.0% from FY 2025). Net income: JP¥28.0b (up 45% from FY 2025). Profit margin: 8.8% (up from 6.3% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%).
Price Target Changed • Mar 16Price target increased by 9.6% to JP¥6,280Up from JP¥5,730, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥5,338. Stock is up 53% over the past year. The company is forecast to post earnings per share of JP¥290 for next year compared to JP¥209 last year.
お知らせ • Feb 09Sumitomo Bakelite Company Limited to Report Fiscal Year 2026 Results on May 11, 2026Sumitomo Bakelite Company Limited announced that they will report fiscal year 2026 results on May 11, 2026
分析記事 • Feb 06Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...
Reported Earnings • Feb 03Third quarter 2026 earnings released: EPS: JP¥73.06 (vs JP¥1.22 in 3Q 2025)Third quarter 2026 results: EPS: JP¥73.06 (up from JP¥1.22 in 3Q 2025). Revenue: JP¥81.3b (up 4.3% from 3Q 2025). Net income: JP¥6.41b (up JP¥6.29b from 3Q 2025). Profit margin: 7.9% (up from 0.1% in 3Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 02Sumitomo Bakelite Company Limited Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Sumitomo Bakelite Company Limited revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects revenue of JPY 316,500 million compared to previous guidance of JPY 310,000 million, operating profit of JPY 32,500 million compared to previous guidance of JPY 31,000 million and profit attributable to owners of parent of JPY 25,500 million or JPY 290.85 per basic share compared to previous guidance of JPY 23,500 million or JPY 268.16 per basic share. Reason for the revision: Semiconductor materials are progressing beyond expectations, driven by robust demand for semiconductors in China continued and demand for AI-related applications expanded. The company expects demand to continue robust in the fourth quarter as well, and forecasts for revenue, business profit, operating profit, and profit attributable to owners of parent have exceeded previous forecasts.
分析記事 • Jan 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥55.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be paying its dividend of ¥55.00...
お知らせ • Jan 23Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion.Sumitomo Bakelite Company Limited (TSE:4203) agreed to acquire Chemical Business of Kyocera Corporation from Kyocera Corporation (TSE:6971) for ¥30 billion on January 22, 2026. A cash consideration of ¥30 billion will be paid by Sumitomo Bakelite Company Limited. The final acquisition cost will be determined after the price adjustment based on the share purchase agreement. A new company will be established by Kyocera in which the Chemical Business will be transferred and post the aforesaid acquisition the new company will become a subsidiary of Sumitomo Bakelite Company Limited. The expected completion of the transaction is October 2026.
分析記事 • Jan 14Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Matching Investor OpinionSumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of 23.5x might make it look like a...
分析記事 • Dec 16Sumitomo Bakelite (TSE:4203) Is Increasing Its Dividend To ¥55.00Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend from last year's...
お知らせ • Dec 09Sumitomo Bakelite Company Limited to Report Q3, 2026 Results on Feb 02, 2026Sumitomo Bakelite Company Limited announced that they will report Q3, 2026 results at 9:00 AM, Tokyo Standard Time on Feb 02, 2026
分析記事 • Dec 02Sumitomo Bakelite's (TSE:4203) Shareholders Will Receive A Bigger Dividend Than Last YearSumitomo Bakelite Company Limited ( TSE:4203 ) will increase its dividend from last year's comparable payment on the...
Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (41% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Nov 19Price target increased by 8.8% to JP¥5,716Up from JP¥5,256, the current price target is an average from 5 analysts. New target price is 18% above last closing price of JP¥4,863. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥293 for next year compared to JP¥209 last year.
Reported Earnings • Nov 06Second quarter 2026 earnings released: EPS: JP¥66.66 (vs JP¥61.64 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.66 (up from JP¥61.64 in 2Q 2025). Revenue: JP¥78.9b (up 3.1% from 2Q 2025). Net income: JP¥5.84b (up 1.8% from 2Q 2025). Profit margin: 7.4% (down from 7.5% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
分析記事 • Sep 01Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00Sumitomo Bakelite Company Limited's ( TSE:4203 ) investors are due to receive a payment of ¥50.00 per share on 2nd of...
お知らせ • Sep 01Sumitomo Bakelite Company Limited to Report Q2, 2026 Results on Nov 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q2, 2026 results on Nov 04, 2025
分析記事 • Aug 27These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Aug 06Sumitomo Bakelite Company Limited (TSE:4203) First-Quarter Results: Here's What Analysts Are Forecasting For This YearTSE:4203 1 Year Share Price vs Fair Value Explore Sumitomo Bakelite's Fair Values from the Community and select yours...
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥84.99 (vs JP¥68.40 in 1Q 2025)First quarter 2026 results: EPS: JP¥84.99 (up from JP¥68.40 in 1Q 2025). Revenue: JP¥77.7b (up 1.4% from 1Q 2025). Net income: JP¥7.45b (up 17% from 1Q 2025). Profit margin: 9.6% (up from 8.3% in 1Q 2025). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 23Sumitomo Bakelite's (TSE:4203) Dividend Will Be ¥50.00Sumitomo Bakelite Company Limited ( TSE:4203 ) will pay a dividend of ¥50.00 on the 2nd of December. This makes the...
分析記事 • Jul 09Sumitomo Bakelite (TSE:4203) Is Due To Pay A Dividend Of ¥50.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will pay a dividend on the 2nd of...
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 27Some May Be Optimistic About Sumitomo Bakelite's (TSE:4203) EarningsThe market for Sumitomo Bakelite Company Limited's ( TSE:4203 ) shares didn't move much after it posted weak earnings...
Reported Earnings • Jun 25Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 03Sumitomo Bakelite Company Limited to Report Q1, 2026 Results on Aug 04, 2025Sumitomo Bakelite Company Limited announced that they will report Q1, 2026 results on Aug 04, 2025
分析記事 • May 31Are Investors Undervaluing Sumitomo Bakelite Company Limited (TSE:4203) By 35%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥6,040 Sumitomo...
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥209 (down from JP¥234 in FY 2024). Revenue: JP¥304.8b (up 6.1% from FY 2024). Net income: JP¥19.3b (down 12% from FY 2024). Profit margin: 6.3% (down from 7.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12+ 4 more updatesSumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 24, 2025.
分析記事 • Apr 10Sumitomo Bakelite Company Limited (TSE:4203) Not Lagging Market On Growth Or PricingWith a price-to-earnings (or "P/E") ratio of 16.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...
Buy Or Sell Opportunity • Mar 31Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥3,340. The fair value is estimated to be JP¥4,220, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 17% per annum over the same time period.
お知らせ • Mar 21+ 1 more updateSumitomo Bakelite Company Limited Proposes Commemorative Dividend for the Fiscal Year Ending March 31, 2025Sumitomo Bakelite Company Limited proposed commemorative dividend of JPY 5 per share for the fiscal year ending March 31, 2025. The Company plans to propose the dividend for the fiscal year ending March 31, 2025 at the ordinary general meeting of shareholders to be held in June 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.6%).
お知らせ • Mar 04Sumitomo Bakelite Company Limited to Report Fiscal Year 2025 Results on May 12, 2025Sumitomo Bakelite Company Limited announced that they will report fiscal year 2025 results on May 12, 2025
Buy Or Sell Opportunity • Feb 20Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.3% to JP¥3,479. The fair value is estimated to be JP¥4,355, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years. Earnings per share has grown by 7.3%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
分析記事 • Feb 20These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Reported Earnings • Feb 04Third quarter 2025 earnings released: EPS: JP¥1.22 (vs JP¥74.68 in 3Q 2024)Third quarter 2025 results: EPS: JP¥1.22 (down from JP¥74.68 in 3Q 2024). Revenue: JP¥78.0b (up 6.0% from 3Q 2024). Net income: JP¥114.0m (down 98% from 3Q 2024). Profit margin: 0.1% (down from 9.5% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Feb 03Sumitomo Bakelite Company Limited (TSE:4203) announces an Equity Buyback for 5,508,100 shares, representing 5.91% for ¥19,999.91 million.Sumitomo Bakelite Company Limited (TSE:4203) announces a share repurchase program. Under the program, the company will repurchase up to 5,508,100 shares, representing 5.91% of its share capital, for ¥19,999.91 million. The shares will be repurchased at ¥3,631 per share. The purpose of the program is tto enhance shareholder returns and improve capital efficiency. The repurchased shares will be cancelled. As of December 31, 2024, the company had 93,144,000 shares in issue (excluding treasury stock) and 613,956 shares in treasury.
Buy Or Sell Opportunity • Jan 28Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.1% to JP¥3,668. The fair value is estimated to be JP¥4,671, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
分析記事 • Jan 14Calculating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Using the 2 Stage Free Cash Flow to Equity, Sumitomo Bakelite fair value estimate is JP¥4,702 With...
分析記事 • Dec 26Is There Now An Opportunity In Sumitomo Bakelite Company Limited (TSE:4203)?Sumitomo Bakelite Company Limited ( TSE:4203 ), might not be a large cap stock, but it saw significant share price...
Buy Or Sell Opportunity • Dec 16Now 20% undervaluedOver the last 90 days, the stock has risen 3.7% to JP¥3,768. The fair value is estimated to be JP¥4,711, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 9.0% per annum over the same time period.
分析記事 • Dec 11Sumitomo Bakelite Company Limited's (TSE:4203) Earnings Haven't Escaped The Attention Of InvestorsThere wouldn't be many who think Sumitomo Bakelite Company Limited's ( TSE:4203 ) price-to-earnings (or "P/E") ratio of...
お知らせ • Dec 05Sumitomo Bakelite Company Limited to Report Q3, 2025 Results on Feb 03, 2025Sumitomo Bakelite Company Limited announced that they will report Q3, 2025 results on Feb 03, 2025
Declared Dividend • Dec 03First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Nov 25Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥3,709. The fair value is estimated to be JP¥4,647, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.0% over the last 3 years. Earnings per share has grown by 9.5%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 8.7% per annum over the same time period.
Reported Earnings • Nov 07First half 2025 earnings released: EPS: JP¥137 (vs JP¥118 in 1H 2024)First half 2025 results: EPS: JP¥137 (up from JP¥118 in 1H 2024). Revenue: JP¥153.1b (up 7.9% from 1H 2024). Net income: JP¥12.7b (up 15% from 1H 2024). Profit margin: 8.3% (up from 7.8% in 1H 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 06Price target increased by 7.3% to JP¥5,090Up from JP¥4,742, the current price target is an average from 5 analysts. New target price is 27% above last closing price of JP¥4,023. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥277 for next year compared to JP¥234 last year.
分析記事 • Nov 04These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt SafelyLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Oct 31Sumitomo Bakelite Company Limited Declares Dividends of Surplus (Interim Dividend), Payable December 2, 2024Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2024 at the meeting of the Board of Directors held on October 31, 2024, of JPY 45.00 Dividend per share Record date September 30, 2024; Effective date December 2, 2024. Total amount of dividends: JPY 4,191 million. A two-for-one common stock split was issued on April 1, 2024. For the fiscal year ended March 31, 2024, the actual dividend amount before the stock split is shown.
分析記事 • Oct 06Sumitomo Bakelite Company Limited (TSE:4203) Shares Could Be 28% Below Their Intrinsic Value EstimateKey Insights Sumitomo Bakelite's estimated fair value is JP¥5,664 based on 2 Stage Free Cash Flow to Equity Current...
分析記事 • Sep 21Here's Why We Think Sumitomo Bakelite (TSE:4203) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).
分析記事 • Sep 07At JP¥3,660, Is Sumitomo Bakelite Company Limited (TSE:4203) Worth Looking At Closely?Sumitomo Bakelite Company Limited ( TSE:4203 ), is not the largest company out there, but it saw a decent share price...
お知らせ • Aug 28Sumitomo Bakelite Company Limited to Report Q2, 2025 Results on Nov 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q2, 2025 results on Nov 05, 2024
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥75.16 (vs JP¥60.78 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.16 (up from JP¥60.78 in 1Q 2024). Revenue: JP¥76.7b (up 9.1% from 1Q 2024). Net income: JP¥7.00b (up 23% from 1Q 2024). Profit margin: 9.1% (up from 8.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
分析記事 • Aug 05Sumitomo Bakelite Company Limited (TSE:4203) Stock's 32% Dive Might Signal An Opportunity But It Requires Some ScrutinySumitomo Bakelite Company Limited ( TSE:4203 ) shareholders that were waiting for something to happen have been dealt a...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to JP¥3,170, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,135 per share.
Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.7% to JP¥4,034. The fair value is estimated to be JP¥5,120, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period.
分析記事 • Jul 12These 4 Measures Indicate That Sumitomo Bakelite (TSE:4203) Is Using Debt Reasonably WellSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 17% over the next 3 years. However, it would need to fall by 67% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Jun 24Estimating The Fair Value Of Sumitomo Bakelite Company Limited (TSE:4203)Key Insights Sumitomo Bakelite's estimated fair value is JP¥4,513 based on 2 Stage Free Cash Flow to Equity With...
分析記事 • Jun 08Is Now An Opportune Moment To Examine Sumitomo Bakelite Company Limited (TSE:4203)?While Sumitomo Bakelite Company Limited ( TSE:4203 ) might not have the largest market cap around , it saw significant...
お知らせ • Jun 08Sumitomo Bakelite Company Limited to Report Q1, 2025 Results on Aug 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q1, 2025 results on Aug 05, 2024
分析記事 • May 24Sumitomo Bakelite Company Limited's (TSE:4203) Share Price Could Signal Some RiskWith a price-to-earnings (or "P/E") ratio of 18.4x Sumitomo Bakelite Company Limited ( TSE:4203 ) may be sending...
Reported Earnings • May 16Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥467 (up from JP¥216 in FY 2023). Revenue: JP¥287.3b (flat on FY 2023). Net income: JP¥21.8b (up 7.6% from FY 2023). Profit margin: 7.6% (up from 7.1% in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 27% per year.
お知らせ • May 15Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
分析記事 • Mar 17Sumitomo Bakelite's (TSE:4203) Dividend Will Be Increased To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...
Price Target Changed • Mar 13Price target increased by 7.4% to JP¥8,783Up from JP¥8,180, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,719. Stock is up 82% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.
Price Target Changed • Mar 12Price target increased by 8.4% to JP¥8,583Up from JP¥7,920, the current price target is an average from 6 analysts. New target price is approximately in line with last closing price of JP¥8,672. Stock is up 83% over the past year. The company is forecast to post earnings per share of JP¥477 for next year compared to JP¥431 last year.
分析記事 • Mar 03Sumitomo Bakelite (TSE:4203) Has Announced That It Will Be Increasing Its Dividend To ¥80.00The board of Sumitomo Bakelite Company Limited ( TSE:4203 ) has announced that it will be increasing its dividend by...
お知らせ • Mar 02Sumitomo Bakelite Company Limited to Report Fiscal Year 2024 Results on May 13, 2024Sumitomo Bakelite Company Limited announced that they will report fiscal year 2024 results on May 13, 2024
分析記事 • Feb 29Is Sumitomo Bakelite (TSE:4203) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥149 (vs JP¥147 in 3Q 2023)Third quarter 2024 results: EPS: JP¥149 (up from JP¥147 in 3Q 2023). Revenue: JP¥73.5b (flat on 3Q 2023). Net income: JP¥6.96b (flat on 3Q 2023). Profit margin: 9.5% (in line with 3Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Nov 30Sumitomo Bakelite Company Limited to Report Q3, 2024 Results on Feb 05, 2024Sumitomo Bakelite Company Limited announced that they will report Q3, 2024 results on Feb 05, 2024
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥115 (vs JP¥96.06 in 2Q 2023)Second quarter 2024 results: EPS: JP¥115 (up from JP¥96.06 in 2Q 2023). Revenue: JP¥71.7b (flat on 2Q 2023). Net income: JP¥5.36b (up 19% from 2Q 2023). Profit margin: 7.5% (up from 6.3% in 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year whereas the company’s share price has increased by 28% per year.
Price Target Changed • Nov 06Price target increased by 9.1% to JP¥7,400Up from JP¥6,780, the current price target is an average from 5 analysts. New target price is 8.9% above last closing price of JP¥6,798. Stock is up 70% over the past year. The company is forecast to post earnings per share of JP¥471 for next year compared to JP¥431 last year.
お知らせ • Oct 31Sumitomo Bakelite Company Limited Announces Dividends of Surplus (Interim Dividend), Effective Date December 1, 2023Sumitomo Bakelite Company Limited announced that the Company decided to pay dividends of surplus (Interim Dividend), with a record date of September 30, 2023 at the meeting of the Board of Directors held on October 31, 2023, of JPY 70.00 Dividend per share Record date September 30, 2023; Effective date December 1, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥70.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
お知らせ • Sep 15Sumitomo Bakelite Company Limited to Report Q2, 2024 Results on Nov 06, 2023Sumitomo Bakelite Company Limited announced that they will report Q2, 2024 results on Nov 06, 2023
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥122 (vs JP¥100 in 1Q 2023)First quarter 2024 results: EPS: JP¥122 (up from JP¥100 in 1Q 2023). Revenue: JP¥70.3b (down 2.1% from 1Q 2023). Net income: JP¥5.71b (up 21% from 1Q 2023). Profit margin: 8.1% (up from 6.6% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year whereas the company’s share price has increased by 33% per year.
Reported Earnings • Jun 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 26% per year.
お知らせ • Jun 16Sumitomo Bakelite Company Limited to Report Q1, 2024 Results on Aug 07, 2023Sumitomo Bakelite Company Limited announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • May 19Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥431 (up from JP¥389 in FY 2022). Revenue: JP¥284.9b (up 8.3% from FY 2022). Net income: JP¥20.3b (up 11% from FY 2022). Profit margin: 7.1% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.9%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17+ 1 more updateSumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023Sumitomo Bakelite Company Limited, Annual General Meeting, Jun 22, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥147 (vs JP¥125 in 3Q 2022)Third quarter 2023 results: EPS: JP¥147 (up from JP¥125 in 3Q 2022). Revenue: JP¥73.2b (up 8.2% from 3Q 2022). Net income: JP¥6.93b (up 18% from 3Q 2022). Profit margin: 9.5% (in line with 3Q 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jan 13Price target decreased to JP¥5,900Down from JP¥6,400, the current price target is an average from 4 analysts. New target price is 49% above last closing price of JP¥3,950. Stock is down 34% over the past year. The company is forecast to post earnings per share of JP¥432 for next year compared to JP¥389 last year.